COLLIN COUNTY BAR ASSOCIATION

ESTATE PLANNING/PROBATE SECTION MEETING

AUGUST 11, 11:45 A.M.

The Estate Planning and Probate Section of the Collin County Bar Association is back after a summer break! The details for the next meeting are as follows:

When: Friday, August 11^th at 11:45 a.m.

Where: Abuelo’s Mexican Restaurant, 3420 N Central Expy, Plano, TX 75075

The cost of lunch will be $23.00 per person, which includes tax and tip, and can be paid in person at the time lunch is served.

Speaker: Kimberly N. Loveland. Kimberly is a founding partner and managing attorney of Loveland & Hurley, PLLC, where she focuses her practice on higher-net-worth estate planning and sophisticated family wealth transfer, serving clients needing estate planning, estate and trust administration, business succession, and asset protection.

Topic: Corporate Transparency Act - What Estate Planners Need to Know & Impact on the Estate Planning Practice

As the most significant anti-money laundering legislation in U.S. since the passage of the USA Patriot Act in 2001, the Corporate Transparenty Act of 2021 ("CTA") goes into effect January 1, 2024 and is not getting the attention it deserves. This presentation will include an overview of CTA reporting requirements, noncompliance penalties, and general impact of the CTA on practitioners.

CLE: 1.0 Participatory Hour (CCBA Members)

WE ENCOURAGE YOU TO RSVP ONLY IF YOU WILL BE ABLE TO ATTEND IN ORDER TO HAVE AN ACCURATE HEAD COUNT FOR FOOD. THIS MEETING IS OPEN TO ALL CCBA MEMBERS. PLEASE RSVP WITH THE LINK BELOW BY AUGUST 8 (5:00 P.M.).

NOTE: SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. THE CLE LINK WILL BE AVAILABLE IMMEDIATELY AFTER REGISTRATION. SUBMIT ATTENDANCE WITH THE LINK AFTER THE MEETING (NO SELF-REPORTING). SUBMISSION DEADLINE: 8/15/23. SAVE THE LINK FOR THE DAY OF THE MEETING!